KFG Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
2,841
+1,169
| +70% | +$415K | 0.16% | 72 |
|
|
2025
Q1 | $586K | Buy |
1,672
+48
| +3% | +$16.8K | 0.11% | 108 |
|
|
2024
Q4 | $513K | Sell |
1,624
-419
| -21% | -$132K | 0.1% | 112 |
|
|
2024
Q3 | $562K | Buy |
2,043
+1,086
| +113% | +$299K | 0.12% | 98 |
|
|
2024
Q2 | $251K | Buy |
957
+8
| +0.8% | +$2.1K | 0.1% | 138 |
|
|
2024
Q1 | $265K | Buy |
949
+111
| +13% | +$31K | 0.11% | 130 |
|
|
2023
Q4 | $218K | Sell |
838
-60
| -7% | -$15.6K | 0.1% | 125 |
|
|
2023
Q3 | $207K | Buy |
898
+16
| +2% | +$3.68K | 0.11% | 123 |
|
|
2023
Q2 | $210K | Buy |
882
+1
| +0.1% | +$238 | 0.12% | 115 |
|
|
2023
Q1 | $205K | Buy |
+881
| New | +$205K | 0.14% | 92 |
|